Offer In Compromise Form (Updated)–IRS

 Do You Have the Most Recent Offer-In-Compromise Form?

When submitting an Offer in Compromise for your client, use the January 2014 versions of Form 656-B, Offer in Compromise Booklet, and Form 656, Offer in Compromise. The OIC user fee has increased from $150 to $186 in January. IRS will return applications submitted on older versions of the form with the old user fee.


Click here for updated Offer in Compromise Booklet.

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How to Organize Paperless Client Files-Sam Glover


Sam has a simple, effective system for his paperless files.  Read about it and view his screen shots here.

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DIY Law Firm Letterhead Using Microsoft Word-Lawyerist

While you may have to use a commercial printer for business cards, you do not necessarily need professionally-printed letterhead. If you already have a logo, you don’t even need professionally-designed letterhead; you can just DIY.

This is especially true when you consider that most correspondence never gets printed, and a lot of correspondence does not go out on letterhead in the first place. This makes DIY letterhead an increasingly defensible choice. Using resources likeTypography for Lawyers, a few Word tips, and perhaps a bit of well-placed graphic design help, you can design your own letterhead. Here are step-by-step instructions for designing your own letterhead in Microsoft Word, plus examples from Lawyerist readers who have done just that.

Unless otherwise noted below, all instructions, screenshots and videos are for Microsoft Office 2010 for Windows.

Read the entire “how-to” article here.

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How do I sign a PDF?–Acrobat for Legal Professionals

The Acrolaw Blog is a resource for lawyers, law firms, paralegals, legal IT pros and anyone interested in the use of Acrobat in the legal community. Rick Borstein, blog author, is a Principal Solutions Consultant with Adobe Systems Incorporated.

In the past, Rick has discussed a two-step process to stamp and flatten a PDF. See Create a Transparent Signature Stamp and Flatten the stamp with a free Action.

Although the process isn’t’ difficult, Reader XI and Acrobat XI have made the process much simpler using the newSign panel:

Read Rick’s article by clicking below:

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Certificate of Merit Pursuant to CPLR 3012-b (New York)

Pursuant to L. 2013, c. 306, effective August 30, 2013, plaintiffs commencing residential foreclosure actions are required to serve and file a certificate of merit, together with copies of relevant financial documents, with the summons and complaint. In response to requests from the bar, the Office of Court Administration has drafted a model form for this purpose. Practitioners may, of course, employ their own form of certificate to comply with the statute; use of the OCA model form is not mandatory.

SEQRA – Revised Model EAF Forms and Draft Workbook – NYS Dept. of Environmental Conservation

On January 25, 2012, the New York State Department of Environmental Conservation (“NYSDEC”) adopted revised model EAFs. The revised EAFs replace the existing ones included in 6 NYCRR 617.20, Appendices A, B, and C, and are a general update to the existing forms. These revisions are the first major updates to the Short and Full EAFs in decades. They incorporate consideration of new areas of environmental concern (i.e. climate change, brownfields, storm water). In addition to substantive changes, the structure of the forms has also been updated to make them easier to use. The new forms become effective on October 7, 2013.

Both the Short and Full revised EAFs can be found on NYSDEC’s website:

To assist in the preparation of the revised EAFs, NYSDEC has developed SEQR Environmental Assessment Forms Guidance Documents that provide instructions, background information, links to maps and illustrations, and additional guidance. These guidance documents are generally referred to as the SEAF and FEAF Workbooks and can be found on NYSDEC’s websites:

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Treasury and IRS Announce That All Legal Same-Sex Marriages Will Be Recognized For Federal Tax Purposes; Ruling Provides Certainty, Benefits and Protections Under Federal Tax Law for Same-Sex Married Couples

The U.S. Department of the Treasury and the Internal Revenue Service ruled this week that same-sex couples, legally married in jurisdictions that recognize their marriages, will be treated as married for federal tax purposes. The ruling applies regardless of whether the couple lives in a jurisdiction that recognizes same-sex marriage or a jurisdiction that does not recognize same-sex marriage.

The ruling implements federal tax aspects of the June 26 Supreme Court decision invalidating a key provision of the 1996 Defense of Marriage Act.

See full announcement here.




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Providing For Your Pets In The Event of Your Death or Hospitalization–NY City Bar-COMMITTEE ON ANIMAL LAW-MARCH 2013

Notice of Claim and Certificate of Designation for Service of Notice of Claim-NYS Secretary of State

The General Municipal Law was recently amended in relation to service of notices of claim against public corporations.  Public corporations, as defined in the General Construction Law, include municipal corporations, district corporations and public benefit corporations. Specifically, General Municipal Law section 53 was amended to permit notices of claim against public corporations to be served on the New York Secretary of State.  The New York Department of State will forward the notice of claim to the person designated by the public corporation to receive the notice of claim.

Public corporations will be required to file a certificate with the New York Department of State designating the New York Secretary of State as their agent for service of notices of claim.  The certificate must provide address information for the transmittal of notices of claim.  Failure of a public corporation to file such a certificate will not invalidate any notice of claim served on the New York Secretary of State.

A person serving a notice of claim on the New York Secretary of State will be charged a $250 service fee.  Half of the service fee will be retained by the New York Secretary of State and the other half provided to the public corporation or public corporations named in the notice of claim.  Public corporations that do not file a Certificate of Designation of Notice of Claim with the New York Department of State will not receive a share of the service fees.

Certificates of Designation of Notice of Claim may be filed online. Online filing is available from 7:00 a.m. to 11:30 p.m.

Paper forms are also available.  Completed paper forms may be sent to the Department of State, Division of Corporations, State Records and Uniform Commercial Code, One Commerce Plaza, 99 Washington Avenue, Albany, NY  12231.

The Secretary of State may be served with notices of claim against public corporations beginning Monday, July 15, 2013.

Any questions regarding notices of claim may be sent to the Department of State at

Online Filing of Designation:

Online Filing of Amendment:

RP-5217-PDF Report

RP-5217-PDF Report

The RP-5217-PDF is a web-based downloadable, barcoded, pdf document. (It replaces the RP-5217 paper form which contains one original and three carbonless copies.) Form preparers will enter the appropriate information into the form and should save the document to their PC until the transfer has been completed and the deed filed with the County Clerk.

RP-5217-PDF: Real Property Transfer Report

This downloadable, bar-coded PDF document is currently being accepted for transfers of Real Property located in


Download RP-5217-PDF Form

Adobe Reader Version 8 or higher is required to use the RP-5217-PDF Form.


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